People: members and contacts

Everyone lives in one place: People. There’s no separate contact list and no separate member list — that was confusing, and now it’s one list.

Member or contact

• A contact is someone whose email address you have. She can receive your emails.
• A member is someone with an account who can log in to app.idun.blue and reach what she bought.

The same person can become a member later. The contact doesn’t disappear — it becomes a member.

At the top of the list you switch with the All, Members and Contacts filters.

How people get here

• Someone buys. A contact and a member are created automatically.
• Someone fills in a form on one of your pages.
• You invite her. See Invite your first members.
• You import a list. See Import contacts from a CSV.

Find the right person

Search by name or email in the search box. For bigger selections — everyone who bought a certain course, everyone who hasn’t opened anything in sixty days — you build a filter. See Tags and saved filters.

The buttons at the top

• Find duplicates — looks for contacts sharing an email address and lets you merge them. Run it after an import.
• Invite — sends an invitation.
• Export CSV — the whole list into a spreadsheet.
• + Import CSV — moves a list in.

Subscription status

Every contact is either subscribed or not. Someone who clicks the unsubscribe link in an email becomes unsubscribed — and then:

• she stays in the list, marked as unsubscribed,
• she gets no more broadcasts and no more sequence emails,
• she cannot be re-subscribed by an import. Only she can change that.

Respect it. It isn’t only the law — it’s the only reason your email reaches everyone else.

Open a person

Click someone in the list to see her whole history: what she bought, what she opened, how far she’s got in the course. See What you see on a person.

Tips

• Tag at every opportunity. Tags are the only thing that keeps the list usable once it’s big.
• Run Find duplicates after every import. Two rows for the same person means two emails in the same inbox.
• Don’t prune the list too hard. A contact who’s been quiet for a year can wake up to the right email; an address that’s bounced three times, on the other hand, should go.